Our Services

SRM Advisors - The Right Relationship

  • Financial analysis & planning.
  • Full service investment management.
  • Special project analysis/consultation.
  • Trust account management.
  • Custom, small company retirement plans.

Independent, objective analysis, planning and personalized advice is the foundation of our financial management practice.  At SRM Advisors, a successful client-advisor relationship is a collaborative process.  A relationship that embodies an open dialogue environment and consensus on strategy and solutions to meet your life goals.  Your reward is a financial advisor relationship built around your needs and goals.

  • Financial Analysis & Planning.  This is the foundation of our investment advisory relationship with each client.  Financial analysis and planning of each clients needs and objectives guides our communications and collaborative effort at all levels of implementation.

    • Planning services are also available on a fee only, retainer basis to those clients who prefer to manage their own investments.

  • Investment Management Services.  The majority of our clients choose to implement their financial plans by having SRM Advisors actively manage their investment portfolio.  We maintain diversified portfolios for all clients that are tailored to your individual objectives for Growth, Capital Preservation and Income.

    • As a client you have a written Investment Policy that guides the objectives, strategy and time horizon for your investments.
    • Your objectives are matched to a clear asset allocation model guiding your portfolio management.
    • You receive easy to read monthly and quarterly portfolio reports to keep you fully informed.

  • Special Project Analysis/Consultation.  Special project analysis, expert testimony and/or consultation on specific financial topics are available on a retainer basis.
  • Trust Account Management.  In addition to working with individual clients, we also provide our full range of services to Trustees for all types of trusts including; Family and Estate Trusts, Charitable Remainder Trusts, Special Needs Trusts, Conservator Accounts, etc.
  • Small Company Retirement Plans.  We provide individual or small company retirement plan set-up, full administrative and investment management services for self employed professionals and small business owners.

At SRM Advisors you have the opportunity to tailor our services to create a long-term, advisory relationship or to gain the objective, neutral, professional analysis and advice to meet a special, situational financial planning need.  Whatever your situation, we work together in a collaborative process to determine your needs and how our services can help you meet those needs.

SRM Advisors.  The Right Team, The Right Relationship, The Right Choice.